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Summary / TL:DR: This article will show you how to change a card being used for installment billing in Advantage.
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How to Change a Card Being Used for Installment Billing
From the Customer Service ribbon, navigate to Customer Activity
Select the item under installment billing you want to update and navigate to the Invoices/Payments tab at the bottom half of the Customer Activity screen
Highlight the transaction that needs to be updated
Click Add Payment
Click Cancel
The A/R Payment Entry dialog box will appear, complete the following fields:
CC Wait Period | Enter the amount of days to wait before applying the payment. |
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Set the CC wait days to the day before the invoice is due
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7. Click Add Card to open up
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the secure payment entry dialog box, and complete the following:
Card Type | Select the card type from the list. |
Card Number | Enter the card number. |
Expire Month | Enter the card's expiration month. |
Expire Year | Enter the card's expiration year. |
Security Code | Enter the card's security (CVV) code. |
Save Card | Choose whether to add the card to keep on file for future payments: Yes - Will keep the card on file for future purposes No - Will not keep a record of the card being used for the current purchase. |
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8. Click Confirm
9. Click OK
10. Navigate to the ARPIBR (Installment Billing Headers) view
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Search for the Order Number that you are updating the installment billing on.
12. Click Inquire
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Navigate to the Auto-Charge Info tab.
14. Click Change and update the credit card to the appropriate card for future installments
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Wrap upYou should now know how to change a card being used for installment billing in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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